Maximize practice value
FS Thrive at work: Practice management
Truelytics is a leading business intelligence platform for wealth management enterprises focused on practice valuation, business continuity and advisor transitions. FS has partnered with Truelytics to deliver educational content to advisors and RIAs to help them maximize practice value.
Select participants may receive one-year access to the Truelytics platform to help implement their learnings from the educational seminars.